No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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Hi everyone,
I hope you are very well because i'm not feeling good : again a day with -10%
Ok i don't have MAG7 in my portfolio. But I diversified my porfolio :
\- AI (Memory, network, Data center...)
\- Energy (batterie)
\- Defense (mainly US defense)
\- Gold and silver mining company (around 12 companies to avoid a big risk)
\- a small cap in health sector
And they got all between -2% to -15%
I took some to enjoy the drop but it's hard ... Someone told me "close your pf and come back in 6 months"
Seriously, even april 2025 was not so scary ...